Experience

Women's Care

• United States
• Hospitals and Health Care
• 400 - 500 Employee

• Chief Financial Officer

  • Jan 2023 - Present



Zest Dental Solutions

• United States
• Medical Equipment Manufacturing
• 100 - 200 Employee

• Chief Financial Officer

  • Jul 2019 - Jan 2023



Wetzel's Pretzels, LLC

• United States
• Food and Beverage Services
• 100 - 200 Employee

• Chief Financial Officer

  • Apr 2018 - Jul 2019

  -Lead strategic initiatives for the company including Pricing, Site Selection, Business Intelligence tool implementation (Actus), corporate store investment decisions, and evaluated potential opportunities to have multiple franchised brands to offer franchisees -Lead Procurement efforts to save on ingredient costs and negotiated better credit card processing rates -Revamped the Financial Reporting package to be more automated saving 1 day of work while also providing better information… Show more -Lead strategic initiatives for the company including Pricing, Site Selection, Business Intelligence tool implementation (Actus), corporate store investment decisions, and evaluated potential opportunities to have multiple franchised brands to offer franchisees -Lead Procurement efforts to save on ingredient costs and negotiated better credit card processing rates -Revamped the Financial Reporting package to be more automated saving 1 day of work while also providing better information and also revamped daily management reporting to be automated and more insightful -Lead projects to improve Franchisee profitability to make Wetzel's an even more attractive opportunity Show less -Lead strategic initiatives for the company including Pricing, Site Selection, Business Intelligence tool implementation (Actus), corporate store investment decisions, and evaluated potential opportunities to have multiple franchised brands to offer franchisees -Lead Procurement efforts to save on ingredient costs and negotiated better credit card processing rates -Revamped the Financial Reporting package to be more automated saving 1 day of work while also providing better information… Show more -Lead strategic initiatives for the company including Pricing, Site Selection, Business Intelligence tool implementation (Actus), corporate store investment decisions, and evaluated potential opportunities to have multiple franchised brands to offer franchisees -Lead Procurement efforts to save on ingredient costs and negotiated better credit card processing rates -Revamped the Financial Reporting package to be more automated saving 1 day of work while also providing better information and also revamped daily management reporting to be automated and more insightful -Lead projects to improve Franchisee profitability to make Wetzel's an even more attractive opportunity Show less



PetSmart

• United States
• Retail
• 700 & Above Employee

• Vice President of Finance

  • Mar 2016 - Apr 2018

  • Lead and develop an inspired team of ~30 that supports the finance brand, corporate strategy and cost savings • Acquisition support including debt offerings, ratings agency presentations, offering memorandums, and integration post-transaction • Partner and advise senior management on financial options, risks and opportunities • Build board deck materials related to capital structure, cash usage and balance sheet performance • Lead Indirect Procurement team with significant… Show more • Lead and develop an inspired team of ~30 that supports the finance brand, corporate strategy and cost savings • Acquisition support including debt offerings, ratings agency presentations, offering memorandums, and integration post-transaction • Partner and advise senior management on financial options, risks and opportunities • Build board deck materials related to capital structure, cash usage and balance sheet performance • Lead Indirect Procurement team with significant savings • Drive sourcing team to develop spend maps for all indirect spend, evaluate areas of opportunity, set savings goals, and partner with the business to achieve results and report progress • Direct the Treasury team ensuring debt compliance, efficient use of capital, and low cost banking • Head Investor Relations function partnering with the CEO and CFO to develop the earnings call script and Q&A, responding to investor inquiries, and managing the ratings agency relationships • Drive multiple transformational strategic initiatives

• Senior Director - Accounting Operations and Treasury

  • Sep 2015 - Mar 2016

  -Manage and develop teams including Accounts Payable, Accounts Receivable, Sales Audit, Treasury, Investor Relations, and Inventory Control -Manage debt agreements including all reporting, compliance, and interest payments -Lead strategic initiatives to drive EBITDA -Manage cash flow and forecast the Balance Sheet and Statement of Cash Flow -Lead various cost savings initiatives related to bank fees, inventory services, interchange, and early payment discounts -Drive process… Show more -Manage and develop teams including Accounts Payable, Accounts Receivable, Sales Audit, Treasury, Investor Relations, and Inventory Control -Manage debt agreements including all reporting, compliance, and interest payments -Lead strategic initiatives to drive EBITDA -Manage cash flow and forecast the Balance Sheet and Statement of Cash Flow -Lead various cost savings initiatives related to bank fees, inventory services, interchange, and early payment discounts -Drive process improvements within teams so time and money can be invested in more value-added activities -Ensure all invoices are paid and collection of receivables are done in a timely manner

• Director of Treasury

  • Feb 2012 - Sep 2015

  -Manage banking and other vendor relationships -Build Treasury expense budgets and forecasts as well as total company forecasted balance sheet and statement of cash flows -Lead and develop a team that supports the stores and corporate strategy -Build annual board deck related to capital structure and usage of excess cash -Manage share repurchase program and credit facility -Prepare ad hoc analysis including peer comparisons

• Store Operations Finance Manager and Supply Chain Financial Analysis

  • May 2007 - Jan 2012

  -Managed a team of financial analysts who supported the stores with P&L's, ad hoc analysis, and scorecards. -Lead budgeting and forecasting process for stores and corporate cost centers -Managed the strategic initiative process -Built Quarterly Business Review presentations for senior leadership -Managed month end close process including journal entries, variance analysis, and P&L reviews -Developed 5 year financial model -Built presentations for Supply Chain Leadership



PepsiCo

• United States
• Food and Beverage Services
• 700 & Above Employee

• Plant Controller

  • Jan 2006 - May 2007

  -Develop team, including the functional areas of accounts payable, payroll, fixed assets, cost accounting, and financial analysis -Lead month end close process for plant including leadership presentation -Lead annual operating plan and forecast updates -Serve as a strong business partner with plant leadership, providing financial insights and analysis -Perform SOX testing -Conduct investment decision analyses -Act as a change agent for the SAP rollout

• Accounting Supervisor

  • Jul 2003 - Dec 2005

  -Supervise accounts payable, payroll, and materials management positions -Lead month end close process, including variance reconciliations and consolidation of financials -Lead Cost Management Program by generating brainstorming sessions and tracking savings -Prepare IRR and Payback period analyses for capital investment decisions -Lead annual financial plan process, bi-annual budget updates, and monthly forecasts



Kimberly-Clark

• United States
• Manufacturing
• 700 & Above Employee

• Cost Analyst and Senior Cost Analyst

  • Jun 2000 - Jun 2003

  -Close books monthly by preparing financial reports and reviewing costs -Provide analyses for labor structure and pay scale changes, manufacturing improvements, and capital projects -Teach plant staff and other analysts advanced Excel techniques and cost system skills -Responsible for training new analysts the basics of the costing system (MCIS) (2002) Team member of the 2001 Annual Report drafting and publication Forecast and budget waste, rates of operation, and product line… Show more -Close books monthly by preparing financial reports and reviewing costs -Provide analyses for labor structure and pay scale changes, manufacturing improvements, and capital projects -Teach plant staff and other analysts advanced Excel techniques and cost system skills -Responsible for training new analysts the basics of the costing system (MCIS) (2002) Team member of the 2001 Annual Report drafting and publication Forecast and budget waste, rates of operation, and product line costs both monthly and annually Show less -Close books monthly by preparing financial reports and reviewing costs -Provide analyses for labor structure and pay scale changes, manufacturing improvements, and capital projects -Teach plant staff and other analysts advanced Excel techniques and cost system skills -Responsible for training new analysts the basics of the costing system (MCIS) (2002) Team member of the 2001 Annual Report drafting and publication Forecast and budget waste, rates of operation, and product line… Show more -Close books monthly by preparing financial reports and reviewing costs -Provide analyses for labor structure and pay scale changes, manufacturing improvements, and capital projects -Teach plant staff and other analysts advanced Excel techniques and cost system skills -Responsible for training new analysts the basics of the costing system (MCIS) (2002) Team member of the 2001 Annual Report drafting and publication Forecast and budget waste, rates of operation, and product line costs both monthly and annually Show less